Smith, Moore & Co’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
2,630
| – | – | 0.02% | 474 |
|
|
2025
Q1 | $209K | Sell |
2,630
-1,247
| -32% | -$99K | 0.02% | 453 |
|
|
2024
Q4 | $302K | Buy |
3,877
+6
| +0.2% | +$467 | 0.03% | 367 |
|
|
2024
Q3 | $304K | Buy |
3,871
+2
| +0.1% | +$157 | 0.03% | 359 |
|
|
2024
Q2 | $281K | Hold |
3,869
| – | – | 0.03% | 361 |
|
|
2024
Q1 | $279K | Hold |
3,869
| – | – | 0.03% | 357 |
|
|
2023
Q4 | $257K | Buy |
+3,869
| New | +$257K | 0.03% | 357 |
|